David Marks

David M. Marks

 

Since 1994, David M. Marks has served as the Trustee of the Irrevocable Children’s Trust, Irrevocable Children’s Trust No.2 and Phoenix Business Trust where he oversees all trust investments, with responsibilities that begin pre-acquisition and extend through ownership and disposition. Mr. Marks has played a key role in all acquisitions and management of the Trusts’ portfolio of commercial real estate and operating companies and acts as key officer, director or manager for the Trusts’ operating subsidiaries.

Mr. Marks began his real estate career in the late 1980s while still an undergraduate, completing acquisition underwriting, portfolio analysis and abstracting complex anchor tenant leases on a national basis. In the early 1990s, Mr. Marks worked on national acquisitions, underwritings and financings, highlighted by assisting in the creation Wall Street’s first single-tenant, retail property-backed securitized financing, a CMBS transaction secured by a national portfolio of 43 Kmart retail and warehouse stores.

Mr. Marks has led or participated in real estate acquisitions, refinancings and dispositions ranging in size from single asset transactions under $1 million to portfolio transactions in excess of $170 million.

Mr. Marks and his wife Rachael are active supporters of various charitable organizations, with a specific focus on Jewish charities in Southeastern Wisconsin.

Mr. Marks received a B.S. in economics from the University of Wisconsin.

Phoenix Investors Expands WI Industrial Footprint

As reported on cpexecutive.com: Timea Papp Phoenix Investors completed the purchase of two industrial properties in Beloit and Jefferson, Wis., through one of its affiliates. The assets changed hands in a $25.8 million deal and encompass more than 1 million square feet of industrial space. Wisconsin Bank and Trust provided the acquisition financing. VALUE-ADD OPPORTUNITIES The property located at 351 Collins Road in Jefferson, Wis., features up to 30-foot clear ceilings and boasts 591,840 square feet. The distribution warehouse is fully leased and is near ... Read More

2019-10-31T08:41:45+00:00August 30th, 2017|Anthony Crivello, Articles, David Marks, Frank Crivello|

RESTAURANT GROUP, COMMUNITY LEADERS THROW SHERMAN PARK REVIVAL PARTY

As reported on biztimes.com: Mark Kass, Editor-in-Chief, Milwaukee Business Journal It was quite the party Sunday afternoon in the Sherman Park area as business and community leaders gathered to host the first annual Sherman Park Revival Celebration. Check out the attached slideshow to see photos from the community gathering. The event was put together by the Milwaukee Kitchen Cabinet, a group of Milwaukee-area restaurants which includes SURG Restaurant Group, and Milwaukee Public Schools administrators. At the event, 250 pre-selected Milwaukee Public Schools students received school supplies-filled ... Read More

2019-10-31T08:43:29+00:00August 22nd, 2017|Articles, David Marks, Frank Crivello, Giving Back, Projects|

Amazon.com, Japanese firm explored Racine County before Foxconn

As reported on biztimes.com: Sean Ryan, Reporter Milwaukee Business Journal “People are now seeing Racine as something that really gives you the benefit of both markets, and it has taken time for the market to realize that,” said David Marks, president and CEO of Phoenix Investors in Milwaukee. Phoenix Investors in 2013 bought an existing building in Mount Pleasant, and currently owns 62 surrounding acres for more development on Durand Avenue. Phoenix has prepared 18 acres for construction of a 130,000-square-foot building, said senior vice president Kurt Jensen. The ... Read More

2020-05-06T14:30:41+00:00July 26th, 2017|Amazon, Articles, David Marks, Frank Crivello, Frank P. Crivello|
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